U.S. Communications Stock News

NYSE:FLR
NYSE:FLRConstruction

Did Winning Donlin Gold’s Feasibility Study Just Shift Fluor’s (FLR) Investment Narrative?

NOVAGOLD Resources and Donlin Gold Holdings recently selected Fluor Corporation to lead the Bankable Feasibility Study for the Donlin Gold project in Alaska, integrating major infrastructure elements such as the power plant, natural gas pipeline, and processing facilities. This mandate places Fluor at the center of engineering work for what is anticipated to become the largest single operating gold mine in the United States, reinforcing its role in complex, cold‑weather mining...
NYSE:KKR
NYSE:KKRCapital Markets

What KKR (KKR)'s Record 2025 Fundraising and Infrastructure Push Means For Shareholders

In early February 2026, KKR & Co. Inc. reported fourth-quarter 2025 revenue of US$5.74 billion and net income of US$1.15 billion, alongside confirming a quarterly dividend of US$0.185 per share payable on March 3, 2026. Management also highlighted a record US$129 billion raised in 2025 and heavy investment across infrastructure and energy transition assets, underscoring the firm’s expanding fee-based platform. We’ll now look at how this record fundraising and infrastructure deployment shape...
NYSE:LDOS
NYSE:LDOSProfessional Services

A Look At Leidos Holdings (LDOS) Valuation After New US$142 Million National Security IT Contract

Leidos Holdings (LDOS) recently secured a US$142 million contract to modernize IT operations for the Defense Information Systems Agency’s Compartmented Enterprise Services Office, focusing on AI driven capabilities, cybersecurity, and Zero Trust compliance. See our latest analysis for Leidos Holdings. The recent contract win and partnerships around AI governance and cybersecurity come as Leidos’ share price sits at US$194.58, with a 7 day share price return of 3.48% and year to date share...
NYSE:KMI
NYSE:KMIOil and Gas

Kinder Morgan (KMI) Valuation After Earnings Beat Ratings Upgrade And Growing Project Backlog

Kinder Morgan’s recent rating shift and what triggered it Positive analyst commentary on Kinder Morgan (KMI) picked up after quarterly results that exceeded expectations, a ratings upgrade, lower net debt, recent credit rating changes, and a growing sanctioned project backlog around $10b. See our latest analysis for Kinder Morgan. The recent 14.27% 1-month share price return and 15.03% 3-month share price return suggest momentum has been building around Kinder Morgan, while the 5-year total...
NYSE:GOLF
NYSE:GOLFLeisure

Assessing Acushnet Holdings (GOLF) Valuation After Strong Multi‑Period Share Price Momentum

Recent share performance snapshot Acushnet Holdings (GOLF) has caught investor attention after a period of strong stock performance, with the share price at $103.29 and positive returns over the past week, month, past 3 months, year, and 3 and 5 year periods. See our latest analysis for Acushnet Holdings. Looking beyond the recent move, Acushnet’s 30 day share price return of 18.36% and 90 day share price return of 29.06% sit alongside a 1 year total shareholder return of 63.88%. Together,...
NasdaqGM:LMAT
NasdaqGM:LMATMedical Equipment

Is LeMaitre Vascular (LMAT) Pricing Reflect Its Mixed Recent Share Performance?

If you are wondering whether LeMaitre Vascular at around US$86.54 is still a fair entry point or starting to look expensive, you are in the right place. The stock has had a mixed return profile, with a 0.2% move over the last week, 1.8% over the last month, 7.9% year to date, but an 11.3% decline over the past year and longer term returns of 82.0% over three years and 84.5% over five years. Recent attention on LeMaitre Vascular has been shaped by ongoing interest in medical devices and...
NasdaqGS:DUOL
NasdaqGS:DUOLConsumer Services

A Look At Duolingo (DUOL) Valuation As Analysts Turn Cautious On Future Bookings Guidance

Recent analyst commentary around Duolingo (DUOL) has centered on upcoming earnings, with firms flagging the risk that fiscal 2026 bookings guidance could trail Street expectations as management continues to prioritize user growth. See our latest analysis for Duolingo. At a share price of $118.91, Duolingo has seen a 30 day share price return of 32.69% and a year to date share price return of 32.62%, while the 1 year total shareholder return of 69.01% contrasts with a 3 year total shareholder...
NYSE:FE
NYSE:FEElectric Utilities

How FirstEnergy’s US$28 Billion Grid Modernization Push Will Impact FirstEnergy (FE) Investors

FirstEnergy Corp.'s Jersey Central Power & Light has recently completed major grid upgrades in northern Monmouth County, investing about US$30,000,000 to reinforce 10 miles of power lines, replace poles and add redundant pathways for nearly 25,000 customers. This project is one component of FirstEnergy’s broader Energize365 initiative, which plans to deploy about US$28.00 billions between 2025 and 2029 to build a more resilient, modernized electric grid. Against this backdrop, we’ll explore...
NYSE:RDDT
NYSE:RDDTInteractive Media and Services

Reddit Buyback And Reporting Shift Put Valuation And Transparency In Focus

Reddit (NYSE:RDDT) has authorized a US$1b share repurchase program, marking a major capital allocation move for the social media platform. The company plans to begin buying back shares over an unspecified period, subject to market conditions and corporate priorities. Reddit also signaled that from late 2026 it will phase out some detailed user engagement metrics in its public reporting. The combination of a large buyback and future reporting changes is raising questions about transparency,...
NasdaqGS:KLIC
NasdaqGS:KLICSemiconductor

Assessing Kulicke And Soffa (KLIC) Valuation After Mixed Q1 Results And Fresh EPS Guidance

What the latest earnings and guidance tell you about KLIC Kulicke and Soffa Industries (KLIC) has just released first quarter results alongside fresh guidance for the upcoming quarter, giving investors updated data on current profitability and near term expectations. For the first quarter ended January 3, 2026, the company reported sales of US$199.63 million compared with US$166.12 million a year earlier. Net income was US$16.8 million versus US$81.64 million in the prior year period, with...
NasdaqGS:CBSH
NasdaqGS:CBSHBanks

Assessing Commerce Bancshares (CBSH) Valuation After Its Latest Dividend Increase

Commerce Bancshares (CBSH) has drawn fresh attention after its board declared a quarterly dividend of $0.275 per share, a 5% increase that extends the bank's 58 year streak of annual dividend growth. See our latest analysis for Commerce Bancshares. At a share price of $55.23, Commerce Bancshares has seen firm near term momentum, with a 7 day share price return of 3.06% and a 90 day share price return of 6.80%, even as the 1 year total shareholder return of 12.31% decline shows that longer...
NasdaqGS:ODFL
NasdaqGS:ODFLTransportation

Is It Too Late To Reassess Old Dominion Freight Line (ODFL) After Recent Share Price Strength?

If you are wondering whether Old Dominion Freight Line is priced attractively right now, you are not alone. The stock’s current level is raising plenty of value questions. The share price sits at US$196.11, with returns of 3.3% over the past week, 13.3% over the past month, 23.2% year to date, 11.2% over 3 years, 91.1% over 5 years and a 4.0% decline over the past year. Recent coverage of Old Dominion has focused on its role as a major less than truckload carrier in the US and how that...
NYSE:IOT
NYSE:IOTSoftware

A Look At Samsara (IOT) Valuation After SaaS Sell Off And Super Bowl AI Product Launch

Samsara (IOT) rose 6.5% after reports that the recent SaaS sell-off left valuations looking attractive, with interest reinforced by its Super Bowl featured AI coaching product and continued focus on AI safety tools. See our latest analysis for Samsara. That 7.12% 1 day share price return and 10.47% 7 day share price return come after a tougher spell, with a 30.96% 90 day share price decline and a 50.71% 1 year total shareholder return loss. However, the 3 year total shareholder return is up...
NYSE:SCHW
NYSE:SCHWCapital Markets

A Look At Charles Schwab’s Valuation As Dividend Rises And Leadership Team Is Reorganized

Charles Schwab (SCHW) has put income returns and leadership structure in focus, with the board lifting the regular quarterly common dividend to US$0.32 per share and reshaping senior roles around technology, operations, and wealth services. See our latest analysis for Charles Schwab. These dividend moves and refreshed leadership come as Charles Schwab’s share price sits at US$107.21, with a 30-day share price return of 7.03% and a 1-year total shareholder return of 30.44%, suggesting momentum...
NasdaqGS:SFM
NasdaqGS:SFMConsumer Retailing

Is Sprouts (SFM) Using Its Long Island Debut to Test a Denser-Market Expansion Strategy?

Sprouts Farmers Market has opened its first New York store in Centereach, Long Island, at 1934 Middle Country Rd, following a ribbon-cutting on January 30, 2026. This move marks Sprouts Farmers Market’s entry into a new, densely populated regional market, potentially broadening its customer base and brand recognition. We’ll now examine how entering the Long Island market with its first New York store shapes Sprouts Farmers Market’s broader investment narrative. We've uncovered the 14...
NasdaqGS:ARQT
NasdaqGS:ARQTBiotechs

Why Arcutis Biotherapeutics (ARQT) Is Up 5.1% After Positive Infant Atopic Dermatitis Trial Results And What's Next

Arcutis Biotherapeutics recently reported positive topline results from its INTEGUMENT-INFANT Phase 2 trial, showing ZORYVE cream 0.05% was well tolerated and improved atopic dermatitis in infants aged 3 months to under 24 months, with low rates of mostly mild to moderate side effects. By reinforcing a consistent safety and efficacy profile for ZORYVE in very young children, these data may broaden its potential treatment reach within pediatric dermatology. We’ll now examine how this...
NYSE:LEVI
NYSE:LEVILuxury

Levi Strauss (LEVI) Is Up 9.8% After 2025 Earnings Beat And New Global Brand Campaign Launch

Levi Strauss & Co. recently reported full-year 2025 results showing higher sales of US$6.28 billion and net income of US$578.1 million, declared a US$0.14 per-share dividend, completed a multi-year share repurchase program, and saw director Christopher McCormick announce his planned retirement at the 2026 annual meeting. At the same time, the company launched its “Behind Every Original” global campaign with a high-profile Super Bowl spot, underlining Levi’s emphasis on brand storytelling and...
NYSE:BIO
NYSE:BIOLife Sciences

Is AOAC Validation Of EZ-Check Listeria Kits Altering The Investment Case For Bio-Rad Laboratories (BIO)?

Bio-Rad Laboratories recently received AOAC International validation for its EZ-Check Listeria spp. Kit and EZ-Check Listeria monocytogenes Kit, which are designed to detect Listeria in food and environmental samples using multiplex amplification and internal controls. This third-party validation underscores Bio-Rad’s role in supplying workflow-friendly food safety diagnostics, potentially increasing confidence and adoption among testing laboratories and industrial quality-control...
NasdaqGM:ENPH
NasdaqGM:ENPHSemiconductor

Why Enphase Energy (ENPH) Is Up 34.9% After Q4 Earnings, EV Platform Progress And Buybacks

Enphase Energy reported past fourth-quarter 2025 results showing quarterly sales of US$343.32 million and net income of US$38.71 million, alongside full-year 2025 revenue of US$1.47 billion and net income of US$172.13 million, and issued first-quarter 2026 revenue guidance of US$270.0 million to US$300.0 million. The company also highlighted progress on its IQ Bidirectional EV Charging Platform and completed a US$731.34 million share repurchase program covering 8,869,963 shares. Against this...
NasdaqGS:TXN
NasdaqGS:TXNSemiconductor

Texas Instruments Eyes AI Data Center Growth With Silicon Labs Deal

Texas Instruments has entered a definitive agreement to acquire Silicon Labs, aiming to broaden its role in AI-focused data center infrastructure. The transaction is tied to Texas Instruments' push around analog chips and internal changes that highlight data center demand for AI hardware. For investors watching NasdaqGS:TXN, this move adds a fresh layer to the story behind a share price of $218.77 and multi year returns of 35.8% over 3 years and 39.6% over 5 years. The company is already...
NYSE:ZBH
NYSE:ZBHMedical Equipment

Should Zimmer Biomet’s (ZBH) Consistent Revenue Outperformance Shape Investor Expectations For This Earnings Release?

Zimmer Biomet Holdings recently reported that it will release its upcoming earnings results, with analysts expecting revenue of about US$2.22 billion, reflecting year-on-year growth of 9.9% and an improvement from the 4.3% increase recorded in the same quarter a year earlier. An interesting angle is that Zimmer Biomet has missed Wall Street’s revenue estimates only once in the past two years, typically outperforming consensus by an average of 0.7%, which may be influencing how investors...
NYSE:TEVA
NYSE:TEVAPharmaceuticals

Assessing Teva Pharmaceutical Industries (NYSE:TEVA) Valuation After Recent Share Price Momentum And Biosimilar Growth Hopes

Why Teva Pharmaceutical Industries (NYSE:TEVA) is on investors’ radar today Teva Pharmaceutical Industries (NYSE:TEVA) has drawn fresh attention after recent share price moves, with the stock showing mixed short term returns but a stronger gain over the past 3 months. See our latest analysis for Teva Pharmaceutical Industries. While the latest 1 day share price return of 0.63% and 7 day return of 2.96% show some cooling at a recent price of US$34.47, the 90 day share price return of 37.17%...